Institutional Ownership Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG). We have compiled data on the 415 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
18,318
shares
|
$313,420
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
18,244
shares
|
$312,154
0.02% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
18,070
shares
|
$309,177
0.05% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
18,042
shares
|
$308,698
0.0% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
17,891
shares
|
$306,115
0.01% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
17,843
shares
|
$305,293
0.04% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
17,686
shares
|
$302,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
17,303
shares
|
$296,054
0.0% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
17,223
shares
|
$294,685
0.0% of portfolio
|
Q2 2023
Reduced 29.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
17,110
shares
|
$292,752
0.03% of portfolio
|
Q2 2025
Reduced 76.03%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
16,942
shares
|
$289,877
0.01% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
16,897
shares
|
$289,107
0.0% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
16,657
shares
|
$285,001
0.02% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
16,598
shares
|
$283,991
0.03% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
16,165
shares
|
$276,583
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
16,024
shares
|
$274,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
15,912
shares
|
$272,254
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
15,891
shares
|
$271,895
0.03% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
15,823
shares
|
$270,731
0.05% of portfolio
|
Q2 2025
Added 21.62%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
15,586
shares
|
$266,676
0.0% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,010
shares
|
$256,821
0.01% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,967
shares
|
$256,085
0.0% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
14,800
shares
|
$253,228
0.02% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
14,539
shares
|
$248,762
0.06% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
14,490
shares
|
$247,923
0.05% of portfolio
|
Q1 2025
Reduced 1.82%
|